RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Boston Research and Management, Inc.$730,221$265,070,317$0$265,070,317
702Baldrige Asset Management$380,807$216,525,477$48,515,885$265,041,362
703John F Suby Wealth Management$1,186,547$264,600,000$0$264,600,000
704Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
705Northwest Financial Services Inc$781,615$253,730,698$9,673,610$263,404,308
706North Berkeley Investment Partners$252,393$258,977,314$3,511,363$262,488,677
707Sumnicht & Associates$314,269$187,500,000$74,600,000$262,100,000
708Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
709Clientfirst Wealth Management$2,248,397$260,814,075$0$260,814,075
710Peachtree Wealth Management$8,411,427$43,371,397$217,382,827$260,754,224
711Alberts Investment Management Inc.$1,870,504$45,000,000$215,000,000$260,000,000
712America First Investment Advisors$443,527$259,463,000$0$259,463,000
713William Mack & Associates Inc$694,638$255,308,000$3,792,000$259,100,000
714&Wealth Partners$863,604$49,380,691$209,700,613$259,081,304
715Cambridge Advisors Inc$354,833$244,281,639$14,746,132$259,027,771
716Creative Capital Management Inc$474,245$258,463,573$0$258,463,573
717Delta Wealth Management$1,037,801$132,838,813$125,573,579$258,412,392
718Commonwealth Advisory Group, Ltd.$388,791$0$258,156,890$258,156,890
719Gryphon Advisors$236,895$175,489,396$82,251,996$257,741,392
720Hart Capital Management, Inc.$716,267$242,592,128$13,831,402$256,423,530
721Cloud Capital$87,672$252,757,704$0$252,757,704
722Stevens Wealth Management$497,061$252,506,837$0$252,506,837
723Compass Financial Group, Inc.$796,368$252,448,750$0$252,448,750
724Guerin Financial Services,Ltd.$178,204$252,337,441$0$252,337,441
725Raylign Advisory$1,475,383$169,142,560$83,147,990$252,290,550
726Adkins Seale Capital Management$824,410$245,518,491$6,751,008$252,269,499
727Wechter Feldman Wealth Management, Inc.$336,437$224,877,899$26,104,346$250,982,245
728HHM Wealth Advisors$158,056$244,884,000$5,951,000$250,835,000
729AM Investment Strategies$364,564$10,787,050$240,032,797$250,819,847
730Westside Investment Management$429,274$250,696,149$0$250,696,149
731Polaris Financial Services, Inc.$204,163$0$250,507,493$250,507,493
732Gibraltar Capital Management, Inc.$2,554,785$247,579,847$2,789,092$250,368,939
733Lifeplan Financial Group, Inc.$478,692$243,162,299$7,193,656$250,355,955
734Gilman Hill Asset Management$830,918$249,814,176$291,995$250,106,171
735LBJ Family Wealth Advisors, Ltd.$4,230,508$243,000,000$6,600,000$249,600,000
736Capital Design Associates, Inc.$256,730$0$247,744,623$247,744,623
737Elm Advisors$608,078$188,628,330$58,859,380$247,487,710
738Hopwood Financial Services, Inc.$503,550$238,238,081$9,005,189$247,243,270
739NewFocus Financial Group$257,100$246,815,750$0$246,815,750
740Northwest Investment Counselors$403,787$244,700,000$1,610,000$246,310,000
741Rain Capital Management$603,683$245,698,954$0$245,698,954
742Regent Wealth Management Group$430,961$243,337,661$2,309,840$245,647,501
743Integrated Wealth Counsel$507,246$236,000,000$9,000,000$245,000,000
744The Planning Center, Inc.$230,330$244,610,000$0$244,610,000
745HC Financial Advisors Inc$353,467$243,185,573$0$243,185,573
746Watermark Asset Management, Inc.$230,323$242,530,000$0$242,530,000
747Grubman Wealth Management$394,532$241,848,087$0$241,848,087
748American Asset Management Inc.$495,234$241,178,809$0$241,178,809
749Harold Davidson & Associates Inc$480,392$0$240,195,797$240,195,797
750Colorado Financial Management Inc$373,250$240,000,000$0$240,000,000
« Previous PageNext Page »

Showing 701 to 750 of 1,455 entries

Page 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (2) Total AUM is at least $100M. (3) Does not have employees who are registered representatives of a broker-dealer. (4) Provided investment advisory services to clients during its most recently completed fiscal year. (5) No more than 50% of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% of regulatory assets under management is attributable to corporations or other businesses. (8) Does not receive commissions. (9) Provides financial planning services. (10) Is not actively engaged in business as a broker-dealer (registered or unregistered). (11) Is not actively engaged in business as a registered representative of a broker-dealer. (12) Has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.